Institutional Ownership Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 5.38 Million shares, which have been reported (via 13F filing form) to have a value of $68.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
999,023
shares
|
$12.7 Million
0.0% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
644,173
shares
|
$8.17 Million
0.0% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
567,989
shares
|
$7.2 Million
0.06% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
383,114
shares
|
$4.86 Million
0.09% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
323,427
shares
|
$4.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 20.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
287,895
shares
|
$3.65 Million
0.0% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
182,559
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
Added 68.5%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
164,923
shares
|
$2.09 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
163,325
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
Added 29.94%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
154,086
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
114,597
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
104,300
shares
|
$1.32 Million
0.73% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
86,269
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
81,358
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
74,747
shares
|
$947,791
0.23% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
63,834
shares
|
$809,415
0.0% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
63,436
shares
|
$804,368
0.36% of portfolio
|
Q4 2024
Added 32.0%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
60,759
shares
|
$770,424
0.03% of portfolio
|
Q4 2024
Added 43.79%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
52,976
shares
|
$671,735
0.29% of portfolio
|
Q1 2024
Reduced 23.77%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
50,023
shares
|
$634,291
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
48,929
shares
|
$620,419
0.1% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
44,045
shares
|
$558,490
0.06% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
41,622
shares
|
$527,766
0.0% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
39,533
shares
|
$501,278
0.0% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
39,272
shares
|
$497,968
0.0% of portfolio
|
Q4 2024
Added 3.66%
|